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Home > Institutional Investor > Iii Capital Management > Profile

Instuitional Investor - Iii Capital Management

Fund Profile
Filing Period:
Fund Name: Iii Capital Management
Portfolio Value $416,059,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 415,800 $276,997,644 66.58%
2.
Southern CoBOND
 SO 16,482,000 $18,354,866 4.41%
3.
Ishares Trust
 IEF 112,000 $7,309,120 1.76%
4.
Wec Energy Group Inc.BOND
 WEC 5,000,000 $6,135,919 1.47%
5.
Iac Inc.
 IAC 180,000 $6,132,600 1.47%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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